Pontifications: Engine makers’ business model needs overhaul

May 2, 2023, © Leeham News: The business models for engine makers for decades have been simple: deeply, deeply discount the engines on the sale and make up the revenue and profits on the maintenance, overhaul, and repair… Read More

A deep dive into the twin-aisle market

Subscription Required By Vincent Valery Introduction   Feb. 20, 2023, © Leeham News: Last month, LNA analyzed the single-aisle market order opportunities for Airbus, Boeing, COMAC, Embraer, and UAC. We now focus on the twin-aisle duopoly of Airbus and… Read More

Pontifications: Airbus nears 800 sales for A220, but major challenges continue

Aug. 15, 2022, © Leeham News: Airbus now has nearly 800 orders for the A220, but the program is years from profitability and production faces supplier challenges like those facing the Airbus A320neo and Boeing 737 MAX. Passenger… Read More

Farnborough Air Show winds up with post-pandemic slow pace

By Scott Hamilton July 22, 2022, © Leeham News: The Farnborough Air Show produced little in the way of headline news. But Boeing comes away with some momentum. Airbus announced a big order on July 1, well ahead… Read More

Airbus, Boeing, Embraer, ATR orders at Day Two of Farnborugh

By Alex Derber (c) Airfinance Journal, July 19, 2022 Commercial aircraft – Airline investor 777 Partners placed firm orders for 30 737 Max 8200 aircraft and agreed to a further 36 commitments for the high-density Max model. The… Read More

Boeing monopolizes Day 1 at Farnborough Air Show

By Alex Derber (c) Airfinance Journal July 18, 2022: A sweltering first day at the 2022 Farnborough air show produced only a trickle of orders, with much of what was announced having been extensively trailed in recent weeks…. Read More

Assessing passenger airline fuel efficiency

Subscription Required By Vincent Valery Introduction   April 4, 2022, © Leeham News: Fuel prices abruptly increased just as travel restrictions started easing after the Covid-19 Omicron wave. The oil price increase accelerated after the Russian invasion of Ukraine…. Read More

Major upcoming carrier re-fleetings

Subscription Required By Vincent Valery Introduction   July 26, 2021, © Leeham News: As passenger traffic in the USA recovers, carriers’ operating cash flow turned consistently positive. With increased confidence in a sustainable passenger recovery, some airlines started ordering… Read More

United orders 200 Boeing 737 MAXes, 70 Airbus A321neos

By the Leeham News Team June 29, 2021, © Leeham News: United Airlines today announced its order for 200 Boeing 737 MAXes and 70 Airbus A321neos. The size and split of the order were first reported by Airfinance… Read More

Diverging financial fortunes for Airlines and Lessors

Subscription Required By Vincent Valery Introduction   Air Lease Corporation A321 XLR Rendering Credit: Airbus April 5, 2021, © Leeham News: Most airlines and lessors that publish their financial results publicly have done so for 2020. The COVID-19 pandemic… Read More